京东外卖突围战:要份额,更要盈利!

华尔街见闻
Sep 17

摩根大通表示,京东管理层强调外卖业务的核心目标是与传统电商实现协同效应,提升用户参与度并推动交叉销售。对外卖业务而言,虽然短期内公司可能出现亏损,但长期盈利路径依靠三个收入支柱:履约收入将弥补骑手成本,佣金和广告收入将足以覆盖补贴和其他营业费用,管理层预测明年将产生佣金收入。摩根大通认为京东盈利路径渐明,其正将外卖业务定位为电商平台的战略延伸,而非简单的市场份额争夺工具。据追风交易台消息,摩根大通...

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